+34.8%
UNP vs VO
+32.6%
+2.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.5% |
| 7D | -4.6% | -2.6% | -2.0% | -2.8% |
| 30D | +5.6% | -0.9% | +6.6% | +6.3% |
| 3M | -1.3% | -3.0% | +1.7% | +0.8% |
| 6M | +9.2% | +2.2% | +7.0% | +7.3% |
| YTD | +27.3% | +10.6% | +16.8% | +18.1% |
| 1Y | +35.9% | +12.5% | +23.4% | +24.4% |
| 3Y | +45.5% | +61.4% | -15.9% | +3.5% |
| All | +34.8% | +32.6% | +2.2% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling